JB Capital’s Lloyds Banking Group LYG Stock Holding History

JB Capital’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-15,281	Closed	-$47.7K	–	236
2024 Q3	$47.7K	Buy	15,281 +281	+2%	+$843	﹤0.01%	217
2024 Q2	$41K	Buy	+15,000	New	+$40.2K	﹤0.01%	218

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

JB Capital's LYG Position: Q4 2024 in Review

JB Capital sold out of Lloyds Banking Group (LYG) in Q4 2024, closing a stake of 15,281 shares — an estimated $47.7K sold.

JB Capital first reported a position in LYG in Q2 2024 and held it in 2 quarters. The position peaked at $47.7K in Q3 2024. 456 funds tracked by Wall St. Rank hold LYG as of Q4 2024.

JB Capital reported no remaining Lloyds Banking Group position as of Q4 2024 after selling out during the quarter.
JB Capital sold 15,281 Lloyds Banking Group shares in Q4 2024, an estimated $47.7K.
JB Capital first reported a position in Lloyds Banking Group in Q2 2024 and held it in 2 quarters.
JB Capital's Lloyds Banking Group position peaked at $47.7K in Q3 2024.
456 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2024.

Based on JB Capital's 13F filing for Q4 2024, filed 24 Jan 2025.